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Smart follow-ups & AI classification

Follow-ups in 4 clicks, not 4 paragraphs.

Agents tap structured chips instead of typing long notes. When they do write, AI reads the note — in Arabic or English — and suggests the right attributes for a person to approve.

Chips, not typing AI reads Arabic & English A human approves every suggestion
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4clicks to log a complete follow-up
2languages read by AI: Arabic & English
45%more follow-ups logged on time
Placeholder figures — replace with verified customer results before launch.
Reminder setSat · 5:30 PM · viewing with Omar
OKLog follow-upOmar Khaled · Nile Heights 0/4 clicks 1/4 clicks 2/4 clicks 3/4 clicks 4/4 clicks
1
Call outcome
Answered No answer Busy Wrong number
2
Interest
Hot Warm Cold
3
Next action
Viewing Send offer Call back
4
When
Today Tomorrow Sat · 6:00 PM
Optional note…
Manager viewOutcome and interest saved as data
Key capabilities

Structure without the paperwork

Everything a follow-up needs — and nothing your agents have to type twice.

Chips instead of typing Outcome, interest, objections and next step are one tap each — consistent data from every agent.
Conditional attributes Only the questions that matter appear: “Not interested” asks why, “Interested” asks budget and unit type.
Follow-up in 4 clicks Outcome, interest, next action, date. Done before the next call starts.
AI comment classification AI reads free-text notes in Arabic or English and suggests attributes with a confidence score.
Human in the loop Nothing is saved until a person approves. Low-confidence suggestions are flagged for review.
Reminders & escalations Timely reminders, polite nudges and escalation to the team leader when follow-ups slip.
Mobile follow-up Log the outcome right after the call on iOS or Android — even offline.
Full history Every follow-up, edit and approval is time-stamped on the lead’s timeline.
Conditional attributes

Ask the right next question — automatically

Attributes appear based on earlier answers, so agents never scroll past fields that don’t apply and every record ends up complete.

Show, hide or require attributes by outcome, stage or pipeline. Single- or multi-select chips; dates, numbers and short text when needed. Different rules per industry: viewings for real estate, appointments for clinics. Required attributes block saving until they’re filled — no half-logged calls.
Try it: switch the outcome and watch the form adapt.
AI comment classification

Write naturally. AI turns it into data.

When an agent types a note, AI reads it — Arabic, English or a mix — and suggests attributes with a confidence score. A person approves, edits or rejects. Nothing is saved silently.

Understands Egyptian and Gulf phrasingA confidence score on every suggestionSuggests from your own chip options
Reminders & escalations

Nothing slips through the cracks

Subul CRM reminds the agent, nudges when a follow-up is late and escalates to the team leader if it’s still not done — on the timings you set.

Push, WhatsApp, email and in-app — per user preference. Quiet hours and working days respected per team. Escalations carry context: the lead, the missed task and the agent’s workload.
Escalation policy · Team East
Remind before15 min
Nudge after30 min
Escalate after2 h
Reassign after24 h
Quiet hours10:00 PM – 8:00 AM
Tuesday · one follow-up, end to endSample data
Reminder10:45 AM Push + WhatsApp to Karim H.: viewing follow-up with Omar Khaled at 11:00.
Follow-up due11:00 AM The task tops Karim’s Today list and his mobile home screen.
Gentle nudge11:30 AM Still not logged? A second reminder, with one-tap snooze options.
Escalated to team leader1:00 PM Hossam is notified with the lead, the missed task and Karim’s workload.
Auto-reassign (optional)+24 h If nothing happens within a day, the lead moves to the next available agent.
Mobile follow-up

Log it the moment you hang up

The Subul CRM app asks for the outcome right after a call, so follow-ups are captured while the conversation is still fresh — in the car, at the site or between appointments.

The same 4-click chips as the web — nothing new to learn. Voice note to text, with AI-suggested attributes to approve. Works offline and syncs when you’re back online. Reminders arrive as push notifications with snooze.
Explore the mobile app
Follow-up Rana Magdy Google · 2 min call
OUTCOME
AnsweredNo answer
INTEREST
HotWarmCold
Voice note → text “She wants the payment plan by email and a call back tomorrow.”
Next: call back tomorrow · 12:00 PM Offline — will sync automatically Save follow-up
Call ended · 2:14Log the outcome for Rana Magdy?
How it works

How structured follow-ups work

Set the structure once; every agent, on web or mobile, follows it automatically.

01 Design your attributes Admins define outcomes, chips and conditions per pipeline — no code.
02 Agents log in 4 clicks Outcome, interest, next action and date — on web or mobile.
03 AI fills the gaps Free-text notes become suggested attributes; the agent approves or edits them.
04 Managers see clean data Every follow-up is structured, so reports, reminders and automations just work.
Use cases by industry

Follow-ups that fit your sales cycle

Pre-built attribute sets per industry — adjust any of them in minutes.

Explore industries
Real estate
Capture viewing outcomes, unit preferences and objections the moment the call ends.
Typical setup
Viewing outcomeUnit typeObjection
Medical clinics
Confirm appointments, record no-show reasons and schedule recalls in a few taps.
Typical setup
ConfirmationNo-show reasonRecall date
Dental clinics
Track treatment-plan acceptance and price objections across multi-visit plans.
Typical setup
Plan accepted?Price objectionNext visit
Education
Follow applicants from enquiry to enrollment, with guardian conversations logged too.
Typical setup
Application stageMissing documentsGuardian call
Automotive
Log test-drive feedback, trade-in details and financing interest in one step.
Typical setup
Test-drive feedbackTrade-inFinancing
Home services
Follow up on quotes and site visits, and escalate jobs that stall.
Typical setup
Quote statusSite visitEscalation
FAQ

Questions, answered

How structured follow-ups and AI suggestions work in practice.

Visit the help center

Make every follow-up count — and countable

See it on your own pipeline in a 30-minute demo — or start a free trial and connect your first lead source today.